HOLT CAPITAL ADVISORS, L.L.C.
Legal name: HOLT CAPITAL PARTNERS, L.P.
CRD #117863 SEC #801-78012 FORT WORTH, TX 817-877-1430
SEC Registered Private Funds
Total AUM
$1B
Discretionary
$724.6M
Employees
5
Clients
--
Accounts
138
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1B | $724.6M | $280M | 5 | 138 |
| Mar 2024 | $884.1M | $636.7M | $247.3M | 5 | 130 |
| Mar 2023 | $780M | $562.6M | $217.4M | 4 | 129 |
| Mar 2022 | $861.8M | $628.4M | $233.3M | 4 | 124 |
| Mar 2021 | $703.2M | $517.5M | $185.7M | 4 | 117 |
| Jun 2020 | $621.3M | $448.6M | $172.7M | 4 | 108 |
| Jun 2020 | $621.3M | $448.6M | $172.7M | 4 | 108 |
| Mar 2020 | $621.3M | $448.6M | $172.7M | 4 | 108 |
| Mar 2019 | $520.9M | $289.3M | $231.6M | 4 | 103 |
| Mar 2018 | $545.9M | $298.9M | $246.9M | 3 | 101 |
| Mar 2017 | $470.6M | $243.9M | $226.7M | 3 | 26 |
| Mar 2016 | $254.7M | $200.7M | $54.1M | 3 | 26 |
| Mar 2015 | $277.9M | $216.1M | $61.8M | 4 | 26 |
| May 2014 | $167.5M | $126.7M | $40.8M | 2 | 26 |
| May 2014 | $167.5M | $126.7M | $40.8M | 2 | 26 |
| Mar 2014 | $167.5M | $126.7M | $40.8M | 2 | 26 |
| Sep 2013 | $142.8M | $108.7M | $34.1M | 2 | 26 |
| May 2013 | $142.8M | $108.7M | $34.1M | 2 | 26 |
| Apr 2013 | $142.8M | $108.7M | $34.1M | 2 | 26 |
DateMar 2025
Total AUM$1B
Discretionary$724.6M
Non-Disc.$280M
Employees5
Clients138
DateMar 2024
Total AUM$884.1M
Discretionary$636.7M
Non-Disc.$247.3M
Employees5
Clients130
DateMar 2023
Total AUM$780M
Discretionary$562.6M
Non-Disc.$217.4M
Employees4
Clients129
DateMar 2022
Total AUM$861.8M
Discretionary$628.4M
Non-Disc.$233.3M
Employees4
Clients124
DateMar 2021
Total AUM$703.2M
Discretionary$517.5M
Non-Disc.$185.7M
Employees4
Clients117
DateJun 2020
Total AUM$621.3M
Discretionary$448.6M
Non-Disc.$172.7M
Employees4
Clients108
DateJun 2020
Total AUM$621.3M
Discretionary$448.6M
Non-Disc.$172.7M
Employees4
Clients108
DateMar 2020
Total AUM$621.3M
Discretionary$448.6M
Non-Disc.$172.7M
Employees4
Clients108
DateMar 2019
Total AUM$520.9M
Discretionary$289.3M
Non-Disc.$231.6M
Employees4
Clients103
DateMar 2018
Total AUM$545.9M
Discretionary$298.9M
Non-Disc.$246.9M
Employees3
Clients101
DateMar 2017
Total AUM$470.6M
Discretionary$243.9M
Non-Disc.$226.7M
Employees3
Clients26
DateMar 2016
Total AUM$254.7M
Discretionary$200.7M
Non-Disc.$54.1M
Employees3
Clients26
DateMar 2015
Total AUM$277.9M
Discretionary$216.1M
Non-Disc.$61.8M
Employees4
Clients26
DateMay 2014
Total AUM$167.5M
Discretionary$126.7M
Non-Disc.$40.8M
Employees2
Clients26
DateMay 2014
Total AUM$167.5M
Discretionary$126.7M
Non-Disc.$40.8M
Employees2
Clients26
DateMar 2014
Total AUM$167.5M
Discretionary$126.7M
Non-Disc.$40.8M
Employees2
Clients26
DateSep 2013
Total AUM$142.8M
Discretionary$108.7M
Non-Disc.$34.1M
Employees2
Clients26
DateMay 2013
Total AUM$142.8M
Discretionary$108.7M
Non-Disc.$34.1M
Employees2
Clients26
DateApr 2013
Total AUM$142.8M
Discretionary$108.7M
Non-Disc.$34.1M
Employees2
Clients26